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The Credit Union Sales and Marketing Podcast
Bill McKenna and Paul Robert
22 episodes
1 week ago
Each week, your hosts, Bill McKenna, Paul Robert, and their special guest, discuss what’s happening in the credit union sales & marketing world. While their focus is primarily on the credit union industry, many of the topics and discussions can also be applied to the community banking vertical. The primary goal of this podcast is to create engaging discussions about how you best align the efforts of sales and marketing teams at financial institutions. How do you get them to work more effectively to accelerate growth and maximize impact and earnings.
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Marketing
Business
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All content for The Credit Union Sales and Marketing Podcast is the property of Bill McKenna and Paul Robert and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Each week, your hosts, Bill McKenna, Paul Robert, and their special guest, discuss what’s happening in the credit union sales & marketing world. While their focus is primarily on the credit union industry, many of the topics and discussions can also be applied to the community banking vertical. The primary goal of this podcast is to create engaging discussions about how you best align the efforts of sales and marketing teams at financial institutions. How do you get them to work more effectively to accelerate growth and maximize impact and earnings.
Show more...
Marketing
Business
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The Power of Advocacy in Financial Services
The Credit Union Sales and Marketing Podcast
37 minutes 1 second
2 months ago
The Power of Advocacy in Financial Services

In this episode of the Sales and Marketing Podcast, hosts Bill McKenna and Paul Robert engage with Susan Toalson McGinty, the SVP Chief Growth and Advocacy Officer at the University of Illinois Community Credit Union. They discuss the multifaceted role of credit unions, emphasizing the importance of advocacy, differentiation from traditional banks, and the integration of technology in enhancing member engagement.Susan shares insights on building a culture of “do more good,” the significance of purpose in business development, and the challenges faced by smaller credit unions in balancing multiple responsibilities.Takeaways·      Advocacy is essential for credit unions to grow and educate legislators.·      Understanding the differentiation between credit unions and banks is crucial.·      A culture of 'do more good' can drive member engagement.·      Technology plays a vital role in modern credit union operations.·      Building relationships is more important than transactional interactions.·      Purpose-driven business development leads to sustainable growth.·      Integrating business development with retail teams enhances overall success.·      Empowering staff to represent the credit union is key.Keywords:#creditunions #businessdevelopment #advocacy #technology #financialservices #memberengagement #marketingstrategy #communitygrowth #financialliteracyHosts:Bill McKennaPaul RobertGuest:Susan Toalson McGinty

The Credit Union Sales and Marketing Podcast
Each week, your hosts, Bill McKenna, Paul Robert, and their special guest, discuss what’s happening in the credit union sales & marketing world. While their focus is primarily on the credit union industry, many of the topics and discussions can also be applied to the community banking vertical. The primary goal of this podcast is to create engaging discussions about how you best align the efforts of sales and marketing teams at financial institutions. How do you get them to work more effectively to accelerate growth and maximize impact and earnings.